Unclaimed
Kelly Theresa Barr is a registered investment advisor representative with State Farm Investment Management Corp. Kelly has been in the financial services industry since July 21, 2013. Kelly is licensed in Georgia to offer investment advisory services. Kelly's office is located at 3310 INNER PERIMETER, Suite A in VALDOSTA, Georgia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
GA
06/30/2023 - Present
State Farm Investment Management Corp. (VALDOSTA GA)
IA
Issued 06/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Barr is the right advisor for you? Invested Better is here to help.